Beaumont Asset Management, L.L.C.
Top Portfolio Positions
42 positions ·
$58,041,119 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
29,709 | $8,543,120 | 14.72% | |
| MSFT |
Microsoft Corp
Technology
|
16,795 | $6,217,005 | 10.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,431 | $4,463,434 | 7.69% | |
| AVGO |
Broadcom Inc.
Technology
|
9,296 | $2,877,204 | 4.96% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
22,168 | $2,755,039 | 4.75% | |
| BLK |
BlackRock, Inc.
Financial Services
|
2,622 | $2,521,603 | 4.34% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
2,657 | $2,247,795 | 3.87% | |
| LMT |
Lockheed Martin Corp
Industrials
|
2,960 | $1,788,994 | 3.08% | |
| STEL |
Stellar Bancorp, Inc.
Financial Services
|
45,801 | $1,676,774 | 2.89% | |
| AXP |
American Express Co
Financial Services
|
5,533 | $1,673,621 | 2.88% |
Portfolio Trend
25 quarters · across all stocks
Holdings in STEL
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,676,774 | 45,801 | Shares | Sole | 2026-04-21 | |
| No 13F history on record for this holder in this stock. | ||||||